Fed policymakers divided over rate-hike logic in September, minutes show - Reuters
Fed policymakers divided over rate-hike logic in September, minutes show Reuters
#美联储
外媒与科技媒体长文、研究号文章
路透社AI 评分2222 CNBC利空重大AI 评分3838 Fed officials see another hike coming, but no sign as to when, minutes show
The Federal Reserve on Wednesday released minutes from its Sept. 15-16 policy meeting.
Fast CompanyAI 评分4444 IMF总裁称全球亟需监管AI并遏制债务
IMF总裁克里斯塔利娜·格奥尔基耶娃呼吁各国加快削减债务、应对不平等，并采取必要政策行动。她指出，AI投资热潮、沉重借贷以及中东和乌克兰战争冲击正共同考验全球经济，数据中心扩建推高多地股价并支撑经济增长，也带来通胀风险。
路透社AI 评分2929 Lower US Treasury yield view persists despite biggest quarterly surge since 1994: Reuters poll - Reuters
Lower US Treasury yield view persists despite biggest quarterly surge since 1994: Reuters poll Reuters
彭博AI 评分4545 纽约联储调查：美国短期通胀预期升至三年高位
纽约联储调查显示，美国人对短期通胀的预期上月大幅上升，劳动力市场情绪则有所改善。
彭博AI 评分2727 Stocks, Bonds Fall on Inflation Worry as Oil Rises
A record-breaking run in stocks hit a wall as higher oil prices lifted bond yields, stoking concerns that potential inflationary pressures could trigger Federal Reserve rate hikes. Chuck Clough, Chairman at Clough Capital, discusses what he's seeing in current markets and whether we're facing an AI
CNBC利空AI 评分5151 美联储消费者预期调查显示未来12个月通胀预期中位数升至3.9%，为2023年5月以来最高
美联储消费者预期调查显示，未来12个月通胀预期中位数升至3.9%。标题称该水平为2023年5月以来最高。
路透社利空AI 评分3333 Hawkish Fed triggers emerging market outflows in September - Reuters
Hawkish Fed triggers emerging market outflows in September Reuters
彭博AI 评分3535 Why High Bond Yields Aren’t Sinking Stocks
The 10-year Treasury yield, the most important number in global finance, has broken through to its highest level since 2002. Bond yields are assumed to have an inverse relationship with stocks, so a move of this magnitude should be a problem for equities. But it hasn’t been, and Bloomberg Opinion co
彭博利空AI 评分3838 Fed’s Choice Is ‘Hike or Bond Spike,’ Says BofA’s Cabana
Mark Cabana, co-head of global rates strategy at BofA Securities, says markets and economies around the world are starting to see the bite of higher rates and that the Federal Reserve needs to keep hikes on the table. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
金融时报AI 评分5858 全球债券抛售再起，30年期美债收益率升至2002年以来最高水平
全球债券抛售再度出现，30年期美债收益率升至2002年以来最高水平。法国、意大利和英国国债也在波动交易中承压。
路透社AI 评分99 Fed minutes could detail rate-hike decision, policy path - Reuters
Fed minutes could detail rate-hike decision, policy path Reuters
金融时报AI 评分2020 French central bank chief hits out at ‘Trump-style’ threats from far-left
Emmanuel Moulin also ruled out any need for ECB intervention to help ease debt sell-off
彭博AI 评分2424 Fed’s Warsh Earns IMF Praise for Focusing on Price Stability
Federal Reserve Chair Kevin Warsh got a thumbs-up from the head of the International Monetary Fund for taking the pursuit of price stability seriously.
彭博AI 评分4141 美银称未来十年债券回报可能超过股票
美国银行股票与量化策略主管 Savita Subramanian 表示，未来十年债券可能跑赢股票。她称，当前10年期美债的风险回报率略高于5%，而美国银行的估值框架显示，标普500未来十年回报可能达不到5%。
CNBC利空AI 评分2020 'Get your house in order': IMF chief's stark warning for France over surging bond yields
France is facing a fresh political crisis, as its debt levels and borrowing costs continue to rise.
CNBC利空AI 评分2828 Treasury yields rise ahead of closely-watched 10-year auction and FOMC minutes
U.S. Treasury yields climbed early Wednesday after retreating in the previous session, as investors awaited a closely watched 10-year note auction.
路透社AI 评分2525 France does not need ECB help at present, says Bank of France head - Reuters
France does not need ECB help at present, says Bank of France head Reuters
路透社利空AI 评分1717 IMF chief warns energy shock, growing debt and AI risks threaten global growth - Reuters
IMF chief warns energy shock, growing debt and AI risks threaten global growth Reuters
Business Standard利空AI 评分2727 World faces risk cocktail from AI, oil and debt: IMF's Kristalina Georgieva
The rush to develop artificial intelligence is delivering a growth spurt that's so far confined to a handful of countries, Managing Director Kristalina Georgieva said
卫报利空AI 评分2929 IMF chief warns energy shock, public debt and AI boom threaten global growth – business live
Kristalina Georgieva’s warning comes as Brent crude rises above $101 a barrelGood morning, and welcome to our rolling coverage of business, the financial markets and the world economy.The UK housing market has come to a standstill, ahead of the introduction of the government’s Your First Home scheme
Business Standard利空AI 评分4949 RBI MPC上调回购利率25个基点至5.5%：回顾此前五次加息
RBI MPC将回购利率上调25个基点至5.5%。文章回顾印度央行此前五次加息及当时的通胀背景。
路透社AI 评分3636 Gold edges lower with focus on Fed minutes, rate path clues - Reuters
Gold edges lower with focus on Fed minutes, rate path clues Reuters
彭博利好AI 评分4444 中东石油供应增加、债券收益率下降缓解美联储加息压力，黄金持稳
中东石油供应增加、债券收益率下降，缓解了美联储本月加息的压力；黄金维持涨势。
彭博利空AI 评分5757 交易员增持美债空头头寸，长期收益率接近24年高位
交易员增持针对美国政府债券的空头头寸，长期收益率徘徊在24年高位附近。就业增长明显放缓显示经济降温，但交易员仍押注债券抛售可能延续。
彭博AI 评分3737 US Lawmaker Seeks Review of Hong Kong’s Access to Fed Facility
A top Republican lawmaker has asked the Federal Reserve to review Hong Kong’s access to a dollar liquidity facility designed to ease market stresses during times of volatility.
路透社AI 评分1919 Fed plans to overhaul bank supervision responsibilities, Bowman says - Reuters
Fed plans to overhaul bank supervision responsibilities, Bowman says Reuters
AxiosAI 评分6666 旧金山联储主席戴利称AI需求可能延长能源冲击
旧金山联储主席戴利称，AI需求可能使芯片供应紧张和能源冲击持续更久，并扩大到数据中心以外的行业。她提到，一些企业正寻求存储芯片远期合约，也开始调整产品设计以减少芯片依赖；汽车、家电等使用的芯片可能受到影响。戴利支持美联储9月加息，并表示是否需要进一步加息取决于关税、油价和AI相关冲击是消退还是相互叠加、持续更久。
彭博AI 评分4545 鲍曼：美联储将考虑上调银行资产门槛
美联储负责监管事务的副主席米歇尔·鲍曼表示，美联储将在今年晚些时候研究更新固定金额的资产门槛规则，以计入通胀和经济增长。她称，此举将保留设定门槛时的政策意图。
彭博AI 评分1616 Yellen Says Trump ‘Appalling’ on US Allies, Backs Retaliation
Former Treasury Secretary Janet Yellen criticized President Donald Trump’s treatment of US allies, and backed the idea of retaliation for protectionist moves.
CNBC利空AI 评分3333 House China committee chair urges Fed to review Hong Kong’s access to dollar lifeline
Rep. John Moolenaar wants the Fed to rethink Hong Kong’s access to a dollar-liquidity facility as China promotes the renminbi as a global currency.
Fast Company利空AI 评分3131 How to get a job in this ‘low-hire, low-fire’ market
When Brian Daniel, the founder of a Los Angeles-based staffing agency, recently posted what he describes as a “high-paying remote job,” he saw firsthand just how tough the labor market had become for job seekers. “We get between 500 and 1,000 applicants for every open position,” he says. But this jo
CNBCAI 评分1717 Treasury yields are broadly flat as investors anticipate FOMC minutes
U.S. Treasury yields were broadly flat on Tuesday morning after reaching fresh highs the previous day.
金融时报利空AI 评分1919 FirstFT: French central bank chief warns on rising rates
Also in today’s newsletter: ‘rogue’ AI liability and London gold futures
彭博利空AI 评分3333 Gold Steadies as Stronger Dollar and Yields Weigh on Rate Path
Gold was steady as traders weighed the impact of a stronger dollar and higher Treasury yields on the Federal Reserve’s path for interest rates.
AxiosAI 评分2525 Trump's economic tightrope messaging of strong economy, high prices
President Trump's economic officials acknowledge that a strong economy alone will not persuade Americans that they are better off under this president.Why it matters: The administration is trying to avoid what it sees as a Biden-era mistake: touting strong economic data while Americans are still ree
彭博利好AI 评分3636 Stocks Rise as Oil Drop Offsets Europe Debt Worry
A drop in oil prices brought some relief to Wall Street, tempering concerns over Europe’s public finances that sent the euro to its weakest level since May 2025. Jack Manley, Global Market Strategist at JPMorgan Asset Management, discusses Euro contagion risk, the Fed, and outlook for US equities an
财富AI 评分4343 顶级经济学家警告：Kevin Warsh领导的美联储面临高利率推高租金的住房“恶性循环”
Apollo首席经济学家Torsten Slok警告，Kevin Warsh领导的美联储面临高利率推高租金、租金再加剧通胀并使利率维持高位的住房“恶性循环”。9月，FOMC一致加息25个基点，基准利率升至3.75%至4%；8月新屋开工和完工量均低于7月。市场普遍预计美联储下次会议维持利率不变，但分析师整体仍认为利率可能走高。
MarketWatchAI 评分3636 The bond selloff is opening up rare opportunities for investors. Here is where to look, says major bank.
The chief investment office at Standard Chartered said bond and money markets have been overly hawkish on the Federal Reserve.
金融时报AI 评分2020 Bond turbulence means it’s time for the ECB to put QT on hold
Prudence suggests a halt by the central bank until more stable conditions are restored